SourcingSourcing

LIONSTONE PARTNERS, LLC

C45
CRD 160214·SEC 801-73009·BOSTON, MA
AUM
$224.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$673K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIONSTONE PARTNERS, LLC
CRD
160214
SEC file #
801-73009
EIN
—
DBA names
Lionstone Investments

Economics

AUM
$224.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$4.18B → $224.4M▼ -95%
Client mix
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'25
42 advisors → 42 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
lionstoneinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLUMBIA MANAGEMENT INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COLUMBIA MANAGEMENT INVESTMENT
BENNETT, STEWART
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIONSTONEINVESTMENTS.COM
Rdap Domain Creation Date
2013-10-17T15:13:49Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan2
Wells Fargo2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-17T15:13:49Z
Rdap Domain Last Changed
2025-10-13T05:05:46Z
Rdap Nameservers
Ns1.ameriprise.comNs2.ameriprise.comNs3.ameriprise.comNs4.ameriprise.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
108257
Trust Company Affiliate
Yes

People (4)

4
COLUMBIA MANAGEMENT INVESTMENT
Direct Owner · 87.5%
108257
BENNETT, STEWART
Executive Officer · 2.5%
7501621
FARIA, LEE, A
Executive Officer · 2.5%
5776595
Shweta Jhanji
Executive Officer · 2.5%
5283637